Financial Planner

2 weeks ago

Texas, United States Capitol Wealth Strategies Full time
Join Our Team at Capitol Wealth Strategies

We are a dynamic and innovative financial services company based in Austin, TX, dedicated to empowering clients to take control of their financial future. As a proud Agency of The Guardian Life Insurance Company of America, we offer a comprehensive suite of financial products and solutions, including life insurance, retirement planning, wealth management, and financial growth strategies.

Role Overview

We are seeking a highly motivated and experienced Financial Advisor to join our team. The successful candidate will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice.

What We Offer

  • Advanced tools and technology to efficiently gather, manage, and service clients.
  • Comprehensive training and development programs to meet educational and professional needs.
  • Marketing tools and resources to expand your practice and communicate effectively with clients.
  • Opportunities for mentorship and collaborative work.
  • Exceptional service and support to help you succeed.
  • A competitive benefits package, including a Defined Benefit Plan, 401(k) with matching and Roth options, health and dental insurance, and more.
  • Leadership and career development opportunities, including tuition reimbursement and ongoing education.
  • The Guardian Financial Representative (FR) contract provides a draw and commissions with renewal commissions beginning in year two.
  • Performance-based incentive trips to exciting destinations for top producers.

Requirements

  • Experience in Finance and Investments.
  • Strong personal and professional network.
  • Motivation to build an independently owned client base.
  • Appropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and relationship-building abilities.
  • Ability to work autonomously as well as within a team.
  • Preferred certifications: ChFC, CFP, CEPA, or CExP.
  • Bachelor's or Master's degree in Finance, Economics, or related field.

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